Giles Dunning, joint head of Corporate at Stephens Scown, will share practical guidance on preparing an IFA business for sale. From building value and choosing an exit route to avoiding deal risks and managing the post-sale transition. Giles has completed over £900m in recent transactions.

Topics covered include:

1. How and when to start preparing an IFA business for sale – and why early planning materially impacts value.

2. How advisory firms are typically valued and the practical steps that can strengthen that valuation.

3. The main succession and exit routes available to IFAs, including EOTs, MBOs and family buyouts.

4. Common transaction risks and pitfalls – and how to avoid unpleasant surprises during a sale.

5. What happens after completion, including earn-outs, payment timing, tax considerations, and the impact on clients and staff.

Book online with EBI here.